Creative Planning Global X Fdsnasdaq 100 Covered Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Creative Planning holds 167,586 shares of QYLD stock, worth $2.92 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

167,586

Previous 139,296 20.31%

Holding current value

$2.92 Million

Previous $2.33 Million 22.37%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$16.46 - $17.1 $465,653 - $483,759	28,290 Added 20.31%	167,586 $2.85 Million
Q2 2025 Aug 08, 2025	SELL	$14.97 - $16.79 $208,202 - $233,515	-13,908 Reduced 9.08%	139,296 $2.33 Million
Q1 2025 May 15, 2025	BUY	$16.57 - $18.85 $65,236 - $74,212	3,937 Added 2.64%	153,204 $2.55 Million
Q4 2024 Feb 14, 2025	BUY	$17.93 - $18.8 $2.02 Million - $2.12 Million	112,821 Added 309.56%	149,267 $2.72 Million
Q3 2024 Oct 11, 2024	BUY	$16.42 - $18.12 $121,606 - $134,196	7,406 Added 25.5%	36,446 $657,000

Q2 2024 Aug 15, 2024	SELL	$17.22 - $18.04 $73,701 - $77,211	-4,280 Reduced 12.85%	29,040 $513,000
Q1 2024 May 10, 2024	BUY	$17.09 - $18.0 $150,716 - $158,742	8,819 Added 35.99%	33,320 $596,000
Q4 2023 Feb 14, 2024	SELL	$16.3 - $17.51 $135,697 - $145,770	-8,325 Reduced 25.36%	24,501 $424,000
Q3 2023 Nov 16, 2023	SELL	$16.58 - $18.05 $507,215 - $552,185	-30,592 Reduced 48.24%	32,826 $550,000
Q2 2023 Jul 21, 2023	BUY	$16.93 - $17.8 $171,500 - $180,314	10,130 Added 19.01%	63,418 $1.13 Million
Q1 2023 May 15, 2023	SELL	$15.76 - $17.15 $98,515 - $107,204	-6,251 Reduced 10.5%	53,288 $913,000
Q4 2022 Feb 10, 2023	BUY	$15.39 - $16.71 $249,995 - $271,437	16,244 Added 37.52%	59,539 $947,000
Q3 2022 Nov 03, 2022	BUY	$15.66 - $18.51 $87,727 - $103,693	5,602 Added 14.86%	43,295 $678,000
Q2 2022 Aug 15, 2022	BUY	$17.13 - $21.08 $216,420 - $266,324	12,634 Added 50.42%	37,693 $658,000
Q1 2022 May 16, 2022	SELL	$19.1 - $22.29 $6,856 - $8,002	-359 Reduced 1.41%	25,059 $525,000
Q4 2021 Feb 11, 2022	BUY	$21.71 - $23.05 $241,697 - $256,615	11,133 Added 77.93%	25,418 $564,000
Q3 2021 Nov 10, 2021	BUY	$22.03 - $23.12 $10,376 - $10,889	471 Added 3.41%	14,285 $315,000
Q2 2021 Aug 04, 2021	SELL	$21.37 - $22.84 $221,457 - $236,690	-10,363 Reduced 42.86%	13,814 $310,000
Q1 2021 Apr 30, 2021	BUY	$21.45 - $23.47 $5,469 - $5,984	255 Added 1.07%	24,177 $546,000
Q4 2020 Jan 29, 2021	BUY	$20.69 - $23.02 $116,629 - $129,763	5,637 Added 30.83%	23,922 $545,000
Q3 2020 Nov 05, 2020	SELL	$20.96 - $22.27 $65,269 - $69,348	-3,114 Reduced 14.55%	18,285 $394,000
Q2 2020 Jul 23, 2020	BUY	$18.9 - $21.0 $8,334 - $9,261	441 Added 2.1%	21,399 $449,000
Q1 2020 May 05, 2020	BUY	$17.99 - $24.15 $14,769 - $19,827	821 Added 4.08%	20,958 $404,000
Q4 2019 Jan 30, 2020	BUY	$22.1 - $23.81 $67,714 - $72,953	3,064 Added 17.95%	20,137 $475,000
Q3 2019 Nov 01, 2019	BUY	$22.4 - $23.01 $65,295 - $67,074	2,915 Added 20.59%	17,073 $386,000
Q2 2019 Jul 26, 2019	BUY	N/A	477 Added 3.49%	14,158 $323,000
Q1 2019 Apr 24, 2019	SELL	N/A	-50 Reduced 0.36%	13,681 $311,000
Q4 2018 Feb 01, 2019	BUY	N/A	13,731 New	13,731 $293,000

Others Institutions Holding QYLD

# of Institutions

466

Shares Held

115M

Call Options Held

158K

Put Options Held

179K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Global X Fdsnasdaq 100 Covered Transaction History